February 28, 2008 TRAINING UDOT Contractor PC USERTrust Vault World Wide Web UDOT Electronic Bid...
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Transcript of February 28, 2008 TRAINING UDOT Contractor PC USERTrust Vault World Wide Web UDOT Electronic Bid...
February 28, 2008
TRAINING
UDOT
Contractor PC
USERTrust Vault
World Wide Web
UDOT Electronic Bid System Flow Chart
BID OPENINGINFORMATION TABLE
WEBSITE
Follow“Download
Instructions”to install the EBS Program on your
Computer.
After downloading the UDOT EBS Program the
UDOT EBS Icon is added to your desktop.
Click the icon to run the program.
Follow“Download
Instructions”to update DBE
Directory File on your Computer.
Date for last time
modified.
Must have current
DBE Directory File when bidding
Click to viewUDOT DBE
Directory
UDOT DBE Directory Click “Table of Contents” for a list of
approved DBE subcontractors.
Follow“Digital
Certificate Instructions” to apply for a
digital certificate
and access to UserTrust
vault.
Enter the name of person signing the bid electronically.
Enter the e-mail address for the
person submitting the bid to the
UserTrust vault.
NOTE: The person responsible for signing the
bid and the person responsible for submitting the bid do not have to be
the same person.
WHEN YOU SUBMIT BID
ANNUALREGISTRATION
PROCESS
ANNUAL REGISTRATION
IF YOU DO NOT HAVE
UDOT ‘USER ID’ AND
‘PASSWORD’.
DBE’S REGISTER WITH UDOT
CIVIL RIGHTS OFFICE.
COMPLETE ALL REQUIRED
INFORMATION AND CLICK ‘SUBMIT’.
3648
********
ENTER ‘USER ID’ AND ‘PASSWORD’.
CONFIRM COMPANY PROFILE
INFORMATION AND CLICK ‘CONTINUE’ .
OPTIONS:“Change My Password”
&“Change Company Information”
1999 ENTER ‘YEAR COMPANY WAS
ESTABLISHED’ AND ‘ANNUAL GROSS
RECEIPTS’.
CHECK ALL APPLICIABLE ‘WORK
CLASSIFICATIONS’ AND CLICK ‘SUBMIT’.
SUPPORT PAGE
Recommended
Receive E-mail Notifications
for EBS.
PROJECT BID INFORMATION
“Bid Date” and “Project DBE Goal” can be edited when you receive an Addendum instructing you to make the change.
BUILD DBECOMMITMENTFEDERAL PROJECTS
1. Check the box for the committed DBE and then check the appliciable committed items.
2. Indicate “Partial/Complete for each committed item and enter the total dollar amount committed for each item.
3. View and Print the DBE Commitment Report.
4. ONLY REQUIRED BY APPARENT LOW BIDDER AFTER BID OPENING.Prints DBE Confirmation letters for each committed DBE. Must be signed by the DBE and faxed to the UDOT Civil Rights Office before project is Awarded.
GOOD FAITH EFFORTAND
INTEND TO SUBLETFEDERAL PROJECTS
Example: DBE Goal ‘>0’ & Unable to meet Goal.
Example: DBE Goal ‘0’ & Intend to Sublet Work.
Step 1. Select appropriate Group ID for items quoted.
Step 1a. After selecting to appropriate Group ID, highlight the items quoted for the group and click ‘Select’.
Selected Items are added to this window.
“Save” after selecting.
Step 2. Select DBE’s contacted for quotes, indicate how they were contacted, date contacted and the contact results by clicking on dropdowns. Comment is optional.
Step 3. Add NON-DBE subcontractors providing quotes if they are not listed in Step 4. Assign Items.
Step 4. Assign Group ID to DBE and Non-DBE subcontractors providing quotes.
1. Highlight applicable DBE/Non DBE subcontractor.
2. Highlight applicable Group Id/ and click “Select”
“Save” after each “Select’.
Step 5. Enter dollar amounts for each item quoted by DBE/Non DBE subcontractors. Indicate if item was quoted as Partial or Complete by clicking on dropdown.
“Save” after entering quotes for each DBE/ Non-DBE.
250,000.00
Step 6. View and Print “Comparison” report for DBE/Non DBE quotes. Report will be submitted with your bid package.
Click on dropdown if you created multiple Group ID’s.
Step 6. View and Print “Contact List” for DBE/Non DBE contacted for quotes. Report will be submitted with your bid package.
BIDDERSLIST
FIRST TIME YOU CLICK ‘BIDDERS
LIST’
YOU MUST LOAD THE “SUBONTRACTORS”
LOADINGSUBCONTRACTORS FILE
CLICK “BID OPENING INFO”
ICON.
RIGHT MOUSE CLICK “EBS
SUBCONTRACTOR FILE” AND SELECT
“SAVE TARGET AS….”
SAVE IN C:\EBS/DOWNLOAD
FOLDER
Wait for “Download Complete” and click
“Close”.
1. OPEN EBS, CLICK ‘BIDDERS LIST’ AND
SELECT “LOAD SUBCONTRACTORS”
2. SELECT “CMPNYDAT.TXT FILE FROM THE C:\EBS / DOWNLOAD” FOLDER AND CLICK “OPEN”.
WAIT FOR MESSAGE AND
CLICK ‘OK’.
ADDINGSUBCONTRACTORS
CLICK ‘BIDDERS LIST’ AND SELECT ‘ADD
SUBCONTRACTOR’ .
CLICK ‘ADD’, COMPLETE THE
REQUIRED INFORMATION AND
CLICK ‘SAVE’ .
‘ADDED SUBCONTRACTORS’ NAME WILL APPEAR IN
‘SUBCONTRACTORS’ LIST .
COMPLETINGBIDDERS LIST
1. CLICK BOX RIGHT OF
“SUBCONTRACTORS” NAME WHO
SUBMITTED A BID/QUOTE.
2. CLICK BOX RIGHT OF APPLICABLE “PROJECT ITEM
DESCRIPTION(S)”
3. COMPILED “BIDDERS LIST”
REPORT
NOTE: “REG” “ANNUAL CONTRACTOR/SUBCONTRACTOR REGISTRATION” IS CURRENT.
4. CLICK DROPDOWN TO INDICATE “COMPLETE”, “ PARTIAL SERVICE” OR “PARTIAL SUPPLY”.
OPTION: CLICK, ‘MOVE PROJECT’ TO MOVE ‘BIDDERS LIST’ FROM ONE PC TO ANOTHER.
x
TIME ANDLANE RENTAL
EXAMPLE
SPECIAL PROVISION FOR “LANE RENTAL”
COMPLETE LANE RENTAL
TABLE
OPEN EBS
ENTER QUANTITIES
FROM SPECIAL
PROVISION TABLE.
CHECK SUBTOTAL
WITH SPECIAL
PROVISION TOTAL.
MULTIPLE TIME SEGMENTS
TABLE
EXAMPLE
SPECIAL PROVISION FOR
“BIDDING CONTRACT
TIME”.
EBS EXAMPLE
BIDDING CONTRACTOR
ENTERS NUMBER OF
CALENDAR DAYS
EXAMPLE
BIDDING METHOD A+B
SPECIAL PROVISION
NOTE“A” AND “B” ARE
SUBTOTALED SEPARATELY
EBS EXAMPLE
BIDDING CONTRACTOR
ENTERS NUMBER OF
CALENDAR DAYS
PROGRAM VERSION #AND
BID ITEM VERSION #
EBS PROGRAMVERSION #
BID ITEMVERSION #
NOTE: ‘BID ITEM VERSION #’ WILL BE CHANGED WITH AN ADDENDUM IF THE BID ITEMS ARE MODIFIED (i.e. deleted or added items, item quantity change, etc.)
EBS WEB LINKS
OPENS ‘BID OPENING INFORMATION
TABLE’
OPENS ‘UNOFFICIAL BID RESULTS’
OPENS ‘UserTrust VAULT’
NOTE: NEED UserTrust CERTIFICATE TO ACCESS THE VAULT.
‘UserTrust VAULT’ FOR CERTIFICATE.
EBSHELP
EBSPOWERPOINT
TRAINING
DOWNLOADEBS VERSION 5.01
POWERPOINTPRESENTATION
ADDENDUMS
UDOT Addendums must be acknowledged and documented or your bid will be declared Non-Responsive.
Click ‘Add Addendum’ enter initials and click
‘Save’.
CONTRACTORPROFILE
Required before you can prepare and submit bids.
Contact UDOT for ‘Contractor ID’.
STATUS OF
WORK
Required for projects >$500,000 and bidder is not prequalified by UDOT as ‘Unlimited’.
Click ‘Insert Row’ and document all uncompleted work for your company. Information is saved from bid to bid and can be updated.
TRANSMITBID
Click to transmit bid. Also, can be use to view/edit required bid documents.
Required documents will be highlighted depending on type of project (Federal or State).
Click “View” to view the selected document.
Click “Edit” to edit the selected document.
Complete edit and return to ‘Transmit Bid’.
Enter ‘Bond Authorization Code’
Bond Authorization Code is submit with bid package.
‘Proposal Guaranty’ can be submitted in lieu of a Bid Bond.
Enter ‘Certified Check #’ or ‘Cashier’s Check #’.NOTE: Check must be equal to 5% of the total amount of your bid.
Check ‘Alternate #1”
or‘Alternate #2
X
Click“Proposal Guaranty”
Click “Print Forms” and review bid submittal documents before transmitting bid.
Click“Transmit Bid”
to submit bid to UserTrust Vault.
Enter‘Bond Authorization Code’
or‘Proposal Guaranty’.
Click‘Transmit Bid’
Click “Save” to save bid package to diskette.
Possible warning messages after clicking ‘Save’.
‘Blaine Bailey Construction Company’
Vault opens for certificate holder.
E-mail notification for bid submitted prior to bid opening date and time.
E-mail notification for bid submitted after bid opening date and time.
‘View History’ enables you to view the number bids you submitted to the vault for the selected project.
NOTE:Last bid submitted prior to bid opening date and time is the bid UDOT will receive from the UserTrust Vault for bid opening.
MOVEBID
INFORMATION
‘Move Project’ allows multiple users to work different parts of the bid package and then move all the parts
to the target PC used to submit the bid.
Check what you want to move and click ‘Save’
SAVE TO DISKETTE
Click, “Load New Project/Addendum’
Changes are loaded into target
bid package.
BIDOPENINGPROCESS
Downloaded2:00 P.M.
UDOT downloads bids form the UserTrust Vault at the time specified for opening of bids.
Bids Opened2:30 P.M.
Bids are listed in order of the lowest bid first.
If lowest bid is not 10% over the Engineer’s Estimate, bid
results are published to UDOT’s ‘Unofficial Bid
Results’ website.
View unofficial bid results.
View unit prices submitted by apparent low bidder.
Web message for bids 10% over Engineer’s Estimate.
Web message if you try to view bids before they opened. Click ‘Refresh’ and try again later.
All submitted bids are uploaded to an abstract.
When the Bid Abstract is reviewed and approved by UDOT, the abstract is published to UDOT’s website.
Used to view and compare all submitted bid prices with the Engineer’s Estimate.
Thank you.
Training